IRS Releases 2025 Limits for Retirement Plans
On November 1, the IRS announced the new 401(k) plan limits for 2025. We’ve pulled together the key changes for employers ...
Retirement & Financial
How a 401(k) Advisor Helps Retirement Plan Committees Support Employees
While a retirement plan committee’s focus is on its fiduciary responsibilities, it can also help employees become more financially ...
What to Know About Adding Collective Investment Trusts to 401(k)s
Thinking of adding a Collective Investment Trust to your company’s 401(k) plan? Learn about their advantages and drawback to ...
The IRS Announces New 401(k) Plan Limits for 2024
On November 1st, 2023, The Internal Revenue Service (IRS) announced the new 401(k) plan limits for 2024 in Notice 2023-751 Here are ...
Updated: 401(k) Plan Form 5500 Filing Deadline Approaches
Both small and large employers with a 401(k) plan must annually file an Internal Revenue Service (IRS) Form 5500, Annual Return/...
What Sequoia 401(k) Clients Need to Know: The Top 5 Takeaways from SECURE Act 2.0
SECURE Act 2.0 continues to dominate 401(k) plan conversations as employers wait on administrative guidance from both the Internal Revenue Service (...
Student Loan Legislation: What Employers Need to Know
Student loan legislation continues to evolve, impacting both employers and employees with student loan debt. In this blog, we address ...
DOL Proposes Changes to its Voluntary Fiduciary Correction Program for 401(k) Plans
On November 21, 2022, the Department of Labor (“DOL”) released proposed changes to its Voluntary Fiduciary Correction Program (“VFCP”), which is a ...
SECURE Act 2.0 of 2022: A Round-Up of New Retirement Plan Provisions
On December 29, 2022, President Joe Biden signed the $1.65 trillion omnibus spending bill, officially called the Consolidated Appropriations Act of 2023,1 into law.
New IRS Requirements for 401(k) Plan Discretionary Matching Contributions
Every six years, the Internal Revenue Service (IRS) requires most retirement plans to update their plan documents to comply with ...
[UPDATED] Environmental, Social and Governance Investing: What 401(k) Plan Sponsors Need to Know
Over the last few years environmental, social, and governance (ESG) has been a topic of conversation in the 401(k) industry ...
The Inflation Reduction Act’s Impact on 401(k) Plans
On August 16, 2022, President Joe Biden signed the Inflation Reduction Act of 20221 (the “Act”) into law. After passing the House of ...